KEN ROBERTS INVESTMENT MANAGEMENT INC
RIA/Wealth
KEN ROBERTS INVESTMENT MANAGEMENT INC is a RIA/Wealth based in Spokane, WA led by Bryn Douglas Harman, reporting $326.5M in AUM as of Q3 2025 with MSFT as the largest holding (4% allocation).
CEOBryn Douglas Harman
- Portfolio Value
- $154.4M
- Positions
- 133
- Top Holding
- MSFT at 3.84%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in KEN ROBERTS INVESTMENT MANAGEMENT INC's portfolio (29.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $5.9M | 3.84% | -$69.9K Sold | 0.00% 11.4K shares | |
Computer Hardware Technology | $5.1M | 3.31% | -$26.2K Sold | 0.02% 43.1K shares | |
ETF ETF | $5.0M | 3.21% | +$200.2K Bought | — 54.0K shares | |
Oil & Gas Equipment & Services Energy | $4.8M | 3.13% | -$43.4K Sold | 0.01% 99.4K shares | |
Medical - Healthcare Plans Healthcare | $4.7M | 3.03% | -$41.1K Sold | 0.00% 13.6K shares | |
ETF ETF | $4.4M | 2.87% | +$4.4M New | — 165.4K shares | |
Banks - Regional Financial Services | $4.3M | 2.79% | -$36.1K Sold | 0.02% 249.8K shares | |
Banks - Diversified Financial Services | $4.1M | 2.64% | -$34.9K Sold | 0.00% 40.1K shares | |
Agricultural Farm Products Consumer Defensive | $3.9M | 2.50% | +$71.7K Bought | 0.02% 71.0K shares | |
Oil & Gas Exploration & Production Energy | $3.8M | 2.46% | -$5.4K Sold | 0.02% 108.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in KEN ROBERTS INVESTMENT MANAGEMENT INC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-99.79% | |
-90.9% | |
-66.24% | |
-64.06% |
Analytics
Portfolio insights and performance metrics for KEN ROBERTS INVESTMENT MANAGEMENT INC
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